Client Service Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Client Services Associate in San Jose. The ideal candidate will have two to four years of estate planning experience and a strong interest in family, financial, business, and tax matters. Duties Engage in gift and estate tax planning. Administer estates and trusts. Participate in charitable planning. Assist with family succession planning. Requirements Two to four years of estate planning experience. Active California attorney bar license. Strong academic credentials. Exceptional analytical and writing abilities. Outstanding interpersonal skills. Education Juris Doctor (JD) degree. Certifications California attorney bar license. Skills Analytical and writing proficiency. Interpersonal communication. Benefits Health care plan. Retirement plan. Parental leave. Short/long term disability. #J-18808-Ljbffr
$62.6k - $86k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $100k
...Client Service Associate ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally...SuggestedWork at officeFlexible hours$25 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Mailroom AssociateJob Summary The Mailroom...SuggestedFull timeTemporary workPart timeWork at officeImmediate start$67k - $92.1k
...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service...SuggestedH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $100k
ASL Financial, LLC is seeking an experienced Client Service Associate to join our team in Los Gatos, CA on a hybrid schedule. You will handle client requests, support Advisors with meeting prep, and manage routine account administration. The ideal candidate has 2+ years...SuggestedFlexible hours$78.32k - $109.28k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...$19.5 - $21.5 per hour
...Client Service Associate (Mail & Shipping/Receiving) Santa Clara, California, United States Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: MondayFriday | 8:00 AM 5:00 PM Keep Operations Running Smoothly Behind...Full timeTemporary workPart timeWork at officeImmediate start$80k - $100k
...individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The... ...or public marketing. We are seeking an experienced Client Service Associate to join our team. This position will have direct client contact...Full timeWork at officeFlexible hours- ...Job Description Job Description Client Service Associate Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented...Work at office
$34.32k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area$21 - $25.31 per hour
...Retail Banking Teller Associates at California Bank & Trust work in a relationship-centered... ...best possible relationships with our clients and with each other. Our workplace culture... ...a premier California-focused financial services company dedicated to serving its...Hourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours$81.5k - $103.5k
...Client Accounting And Advisory Services (CAAS) Senior Associate GHJ is looking for a Client Accounting and Advisory Services (CAAS) Senior Associate. At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future...Local areaWorldwide- ...Wealth Management Client Associate San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...opening retail stores around the world. We invite you to join team TravisMathew. JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs...Hourly payPart timeWeekend workAfternoon shift
- ...comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and... ...Best Workplaces for Innovators! The ideal Support Associate both enjoys, and has experience in, the customer service space. This may be through face-to-face channels...Temporary workRemote workFlexible hours
- ...CDJR of Santa Barbara is seeking an experienced Service Advisor to serve as the main contact between customers and the Service Department... ...maintenance and repair options, prepare estimates, and keep clients informed throughout the service process. The ideal candidate is...
$22 - $34.66 per hour
...The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior to an appointment, collecting...Hourly payFull timeTemporary workPart timeZero hours contractWork at officeImmediate startFlexible hours$16.9 - $17.5 per hour
...Now Hiring: Service Desk Associate (Part-Time) The Club at Los Gatos is looking for energetic and service-minded individuals to join our Service Desk team! At The Club, we are committed to creating a best-in-class member experience by delivering outstanding service,...Part timeImmediate startShift work$102.3k - $150k
Job Summary:The Core Tax Services (“CTS”) Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and... ...specialistsMay train and mentor managers/ seniors/associates on ASC 740Strategy Development Introduces and...Work at officeLocal area$30 - $33 per hour
...Enrollment Services Associate The Enrollment Services Associate is responsible for ensuring all prospective and enrolled students receive timely, accurate and compliant information and overall excellent customer service. Compensation: The starting pay range for...Hourly payWork at office$20.2 - $22.3 per hour
...Member Services Associate II Salary Range $20.20 - $22.30 Hourly Position Type Part Time Category Hospitality - Hotel Description Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our...Hourly payPart timeShift work- ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement...Full timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$29 - $31 per hour
...mission and goals, under the direct supervision of the Enrollment Services Director a Linear Program Admissions Advisor must be able to... ...the essential functions. Education and/or Experience Associate's Degree and related work experience. Required degree(s) must...Hourly payWork experience placementWork at officeShift workWeekend workAfternoon shift- Baker Tilly is recruiting a Tax Experienced Associate in Private Client Services/Private Wealth. This role focuses on industry-focused tax advisory and compliance for middle market clients, offering upward career trajectory, flexibility, and meaningful client relationships...
- Description Position Summary The Patient Services Specialist represents Roots Community Health Center, working as part of a team in a highly visible setting. This position provides superior client/patient service, and interacts with team members/clinic personnel, employees...Full timeWork at officeLocal area
$20.83 - $22 per hour
...Part Time Client Service Representative VCA Orchard Plaza located in San Jose, California is looking for a Part Time Client Service Representative... ...The ability to lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious diseases, noises,...Part timeWork at officeWeekend work$21 - $29 per hour
...Client Advisor Required Skills & Experience• 2+ years of experience in customer service, preferably within contemporary or luxury retail • Proven ability to build and maintain client relationships and drive repeat business • Experience working in luxury or freestanding...Hourly payFlexible hours$25 - $27 per hour
...Client Relations Specialist Location: San Jose, CA Hourly Rate: $25.00 $27.00 per hour + $2,000 Annual Bonus Potential Support Clients... ...ability to manage their care and provide exceptional customer service. Why You'll Love This Role: Competitive Pay & Weekly Paychecks:...Hourly payWeekly payWork at officeLocal area$25 - $25.75 per hour
...industry change and championing our communities. JOB PURPOSE The Client Advisor builds relationships with Burberry’s new and existing... ...fashion and luxury products. As an expert in client engagement and service, the client advisor demonstrates a high level of knowledge in...Hourly payTemporary workLocal areaFlexible hours
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